Budget Letters

Budget and accounting policies and instructions are issued periodically, as needed, by the Department of Finance (DOF) as Budget Letters (BL), to supplement and revise the Budgeting Chapter (6000) and accounting chapters of the State Administrative Manual (SAM). The Department of Finance offers an e-mail subscription service for Budget Letters and other budget or accounting related actions and notices. To subscribe, please enroll via the Budget Operations Mailing List subscription webpage.

For Department of Finance Budget-related forms, please see the Budget Forms page.

 

Current to BL13-13

  • BL17-23 Employer Retirement Contributions Attachment (issued 8/16/2017)
  • BL17-22 Enhancements in FI$Cal (Hyperion) (issued 8/2/2017)
  • BL17-21 Supplemental Language Report Requests (issued 7/28/2017)
  • BL17-20 Control Section 11.00—IT Proj. Reporting Requirements & Control Section 11.10—Statewide Software Lic. Agreements Attachment (issued 7/26/2017)
  • BL17-19 2018-19 Salaries & Wages Spreadsheet (Authorized Positions and Cost Estimates) Attachment (Revised 7/28/2017)
  • BL17-18 Budget Change Proposal Template and Instructions (issued 7/21/2017)
  • BL17-17 Past Year Budget Adjustments & Fund Balance Reconciliation for the 2018-19 Budget Cycle (issued 7/21/20117)
  • BL17-16 Baseline Budget Adjustments (issued 7/21/2017)
  • BL17-15 2018-19 Budget Policy (issued 7/17/2017)
  • BL17-14 Late Payment Penalty Rates (issued 7/17/2017)
  • BL17-13 Executive Orders and Budget Revisions Process in 2017-18 (issued 7/14/2017)
  • BL17-12 Expenditure Authorization Controls (issued 7/13/2017)
  • BL17-11 Budget Rollover in Hyperion for the 2018-19 Budget Cycle (issued 7/11/2017)
  • BL17-10 Capital Outlay Budget Proposals, Five-Year Infrastructure Plans, and Deferred Maintenace Submissions for 2018-19 (issued 7/6/2017)
  • BL17-09 Accounting Training for FI$Cal Departments (issued 6/26/2017)
  • BL17-08 2018-19 Budget Preparation Guidelines (issued 5/17/2017)
  • BL17-07 Fund Balance Reconciliation Responsibilies Attachment (issued 5/10/2017)
  • BL17-06 Accounting Training and Support for FI$Cal Departments (issued 4/26/2017)
  • BL17-05 Year-End Financial Reporting Requirements (issued 4/5/2017)
  • BL17-04 Employee Compensation Adjustments—Item 9800 Attachment (issued 3/27/2017)
  • BL17-03 Out-of-State Travel Requests—Approval by the Governor's Office (issued 3/16/2017)
  • BL17-02 Accounting Month-End Closing Requirements for FI$Cal Departments (issued 2/03/2017)
  • BL17-01 2017-18 Budget Change Letters (Spring Finance Letters) (issued 1/18/2017)
  • BL16-33 Submission of Budget Materials to the Legislature and the Legislative Analyst's Office (issued 12/13/2016)
  • BL16-32 2017-18 Governor's Budget Supplementary Schedules (issued 12/09/2016)
  • BL16-31 Payment of Victim Compensation Board Claims, Department of Justice Settlements and Judgments (issued 10/24/2016)
  • BL16-30 Position Control (issued 10/07/2016)
  • BL16-29 Changes to Certain General Statewide Sections (issued 10/04/2016)
  • BL16-27 2017-18 Price Letter (issued 9/15/2016)
  • BL16-26 Capital Outlay Five-Year Infrastructure Plan/Capital Outlay Budget Adjustments (issued 8/23/2016)
  • BL16-25 Employer Retirement Contributions Attachment (issued 8/22/2016)
  • BL16-19 2017-18 General Administrative Costs/2017-18 Statewide Cost Allocation Plan Attachment I and II (issued 7/27/2016)
  • BL16-15 2017-18 Budget Policy (issued 7/19/2016)
  • BL16-11 Payee Data Record (STD. 204) Requirements (issued 7/5/2016)
  • BL16-08 Escalation of Construction Costs for State Funded Capital Outlay Projects (issued 3/29/2016)
  • BL16-03 The State Contract Act—Project Cost Threshold Adjustments (issued 2/16/2016)
  • BL16-02 FI$Cal (Hyperion) Updates & Instructions for Spring Budget Process (issued 1/29/2016)
  • BL15-27 Accounting Training and Resources for FI$Cal Departments (issued 11/18/2015)
  • BL15-26 U.S. Office of Management and Budget’s (OMB) Guidance for Federal Awards (issued 11/6/2015)
  • BL15-23 2016-17 Price Letter (issued 9/16/2015)
  • BL15-22 Control Section 4.11 Attachment (issued 9/4/2015)
  • BL15-07 Statewide Policies (issued 7/9/2015)
  • BL15-05 2016-17 Budget Preparation Guidelines (issued 5/27/2015)
  • BL15-01 2015-16 Budget Change Letters (Spring Finance Letters) (issued 2/3/2015)
  • BL14-29 Budget Bill Preparation/Process (issued 11/12/2014)
  • BL14-17 Vacant Position Reestablishments (issued 8/6/2014)
  • BL14-09 Budget Revision Instructions for All Multi-Funded Departments (BR-1 Requirements) (issued 6/27/ 2014)
  • BL14-08 Gov Budget Prep: Initial Upload Template—Financial Info System for CA (FI$Cal) (issued 6/20/2014)
  • BL14-07 Implementation of Financial Information System for California (FI$Cal) (issued 4/29/2014)
  • BL14-06 Year-End Financial Reporting Requirements (issued 4/28/2014)
  • BL13-30 Economic & Fiscal Impact Assessments/Regulatory Review Attachment I and II (issued 12/26/2013)
  • BL13-29 Standardized Regulatory Impact Assessments Attachment I and II (issued 12/26/2013)
  • BL13-21 Past, Current, and Budget Yr Schedule 10s (Supplemental Schedules of Appropriations )(issued 8/26/2013)
  • BL13-16 Preparation of 2014-15 Governor's Budget (issued 8/6/2013)
  • BL13-13 Past Year Schedule 10Rs (Supplementary Schedules of Revenues & Transfers)(issued 7/29/2013)

BL12-26 to BL09-02


  • BL12-26 2013-14 General Admin Costs & Statewide Cost Allocation Plan Attachment I and II (issued 9/24/2012)
  • BL12-21 Employee Compensation Reductions - Control Section 3.90 Attachment (issued 8/29/2012)
  • BL12-03 Adjust Budget Display Reflect Actual Exp./Eliminate Salary Savings Attachment / FAQs (issued 3/12/2012)
  • BL11-35 Legislative Reports Inventory/ID of Reports No Longer of Value Attachment (issued 12/21/2011)
  • BL11-33 Repeal of 3-percent Federal Withholding Requirements (issued 12/12/2011)
  • BL11-29 Operational Efficiency Plans Attachment (issued 9/20/2011)
  • BL11-26 Workforce Cap True-Up Budget Change Proposal Attachment (issued 9/12/2011)
  • BL11-08 Cellular Device Reduction and Related Savings Attachment (issued 5/26/2011)
  • BL11-04 Hiring Freeze Attachment I / Attachment II (issued 3/04/2011)
  • BL11-02 Cellular Phone Reductions Attachment I / Attachment II (issued 1/28/2011)
  • BL10-38 Sec.3.90: Reduction in Op Expenses/Equip Workforce Sec.15.30—IT Savings (issued 11/30/2010)
  • BL10-28 Expanded Reporting on Federal Grants and Contracts (issued 10/05/2010)
  • BL10-24 Automatic Increases Prohibition (issued 9/01/2010)
  • BL10-20 Requirements for Report of Expenditures of Federal Funds (Report No.13) Attachment (issued 8/9/2010)
  • BL10-13 Capitalization of Intangible Assets Attachment I / Attachment II (issued 6/18/2010)
  • BL10-12 Withholding Requirements On Nonresident Vendor Payments Attachment (issued 5/24/2010)
  • BL10-09 General Obligation Bond Funded Programs/Projects Attachment (issued 4/27/2010)
  • BL10-06 Information Technology Expenditure Reporting and Cost Optimization Attachment (issued 3/30/2010)
  • BL10-02 Architecture Revolving Fund (ARF) Deficit Recovery Attachment (issued 1/21/2010)
  • BL09-38 Control Section 15.45 - Impacted State Department Instructions Attachment (issued 10/02/2009)
  • BL09-37 Statewide Accounts Receivable Management Enhancements 2009-10 (issued 9/29/2009)
  • BL09-15 General Obligation Bond-Funded Projects (issued 5/06/2009)
  • BL09-13 Disaster Response and Recovery Funding Procedures (issued 4/20/2009)
  • BL09-09 Interim Loans/Bond Proceeds Gen. Ob./Lease Rev. Bond Project Attachment (issued 4/03/2009)
  • BL09-08 Receipt of Federal Stimulus Funds - Notification Requirements (issued 3/30/2009)
  • BL09-06 Rescinding BL09-05 required Termination All Exempt Projects Re: PMIB Freeze (issued 2/19/2009)
  • BL09-05 Termination All Project Exemptions Re: PMIB Disbursement Freeze Attachment (issued 2/17/2009)
  • BL09-04 State Controller's Gen Fund Payment & Other Transaction Deferrals in Feb. (issued 2/03/2009)
  • BL09-03 Submission of Claims to the State Controller (issued 1/23/2009)
  • BL09-02 Interim Loans Gen Ob./Lease Rev Bond Allowable Disbursements Attachment (issued 1/23/2009)

BL08-33 to BL04-01


  • BL08-33 Interim Loans For General Obligation and Lease Revenue Bond Projects (issued 12/18/2008)
  • BL08-29 Attorney General's Legal Svcs Rate Increases Client Departments Attachment (issued 10/10/2008)
  • BL08-20 Dept of Technology Svcs Rate Adjustments Attachment I / Attachment II (issued 8/18/2008)
  • BL08-07 2009-10 Budget Preparation Guidelines (issued 4/10/2008)
  • BL08-06 Transition IT Project Review, Approval/Oversight Office of State Chief Info (issued 3/14/2008)
  • BL08-05 Moratorium On Developing Administrative Information Technology Systems (issued 3/4/2008)
  • BL07-30 Budget Act of 2007, Section 28.00 and Budget Letter 07-25 Attachment (issued 10/18/2007)
  • BL07-05 Use of Emergency Provision In Item 9840 Must Be Fully Justified (issued 1/31/2007)
  • BL07-03 Policy Changes/Op Recovery/Modifications Designation Ltr /Op Recovery Plan (issued 1/23/2007)
  • BL07-02 Control Section 4.04 for 2007-08—Price Increase Adjustments (issued 1/19/2007)
  • BL06-36 California Automated Travel Expense Reimbursement System (issued 12/22/2006)
  • BL06-34 IT Security Policy- Information Security Notification & Reporting (issued 12/7/2006)
  • BL06-30 Methodology Change for General Administrative Costs (Pro Rata) (issued 9/22/2006)
  • BL06-27 GS $Mart and Other Municipal Lease Financing (issued 9/8/2006)
  • BL06-26 Adjustments to Statewide Surcharge Attachment (issued 9/7/2006)
  • BL06-16 Preparation of 2007-08 Governor's Budget (issued 7/28/2006)
  • BL06-06 Full Compliance With Requirements To Utilize Authority To Revise Budgets (issued 4/19/2006)
  • BL05-32 IT Security Policy - Encryption on Portable Computing Devices (issued 11/14/2005)
  • BL05-30 Deficiency Process Could Result Personal Liability Secretaries & Directors (issued 10/17/2005)
  • BL05-17 2006-07 eBudget Process Overview (issued 7/27/2005)
  • BL05-08 Information Technology Security Policy - Classification of Information (issued 6/3/2005)
  • BL05-07 Capital Outlay Five-Year Infrastructure Plan and Budget Submission for 2006-07 (issued 5/23/2005)
  • BL05-03 Peer-to-Peer File Sharing (issued 3/7/2005)
  • BL04-38 Annual meetings for state advisory boards and commissions (issued 12/13/2008)
  • BL04-37 Attorney Rate Increases Depts w/Special or Non-gov. Cost Funds Attachment (issued 11/22/2004)
  • BL04-35 Safeguarding Access to State Data (issued 11/16/2004)
  • BL04-23 New Deficiency Funding Process Attachment (issued 8/13/2004)
  • BL04-18 Major Changes In Deficiency Process May Result In Personal Liability for Directors (issued 8/2/2004)
  • BL04-14 Surcharge For Statewide Costs Attachment (issued 7/7/2004)
  • BL04-11 2005-06 Governor's Budget (issued 6/21/2004)
  • BL04-06 2004-05 3-Percent Reduction/Elimination Proposals Attachment (issued 3/30/2004)
  • BL04-04 Modifications Implementation Statewide Info Technology Project Framework (issued 2/27/2004)
  • BL04-03 Control Section 4.10, Budget Act 2003, Effect of Program Reductions (issued 2/24/2004)
  • BL04-01 IT Contract Exempt/Exempt Requests Contract/Equip Acq./Travel Ban (issued 1/16/2004)

BL03-43 to BL98-02


  • BL03-43 Contract, Equipment Acquisition, & Travel Ban Attachment / Exec Order S-4-03 (issued 12/05/2003)
  • BL03-42 Hiring Freeze Attachment (issued 11/26/2003)
  • BL03-41 Control Section 3.60 & Control Section 4.10, Budget Act of 2003 Attachment (issued 11/17/2003)
  • BL03-37 Feasibility E-Mail Consolidation Savings Attachment Attachment (issued 9/26/2003)
  • BL03-33 2004-05 20-Percent Reduction/Elimination ProposalsAttachment (issued 9/5/2003)
  • BL03-32 Initial 2004-05 Budget Galley And Preparation Guidelines (issued 8/26/2003)
  • BL03-25 2003-04 Automated Fund Condition Statement Budget Process Attachment (issued 8/07/2003)
  • BL03-23 2003-04 Personal Services Reduction Plans Attachment (issued 8/1/2003)
  • BL03-21 Personal Services Reduction Plans (Revised) (issued 7/22/2003)
  • BL03-16 Updating Capital Outlay Fiscal Impact Worksheets for Legislative Changes (issued 7/1/2003)
  • BL03-13 Assessment Of Information Technology Security Measures, Policies, & Practices (issued 6/9/2003)
  • BL03-12 Cooperative Work Agreements (issued 6/2/2003)
  • BL03-11 Safeguards for Firewalls and Servers (issued 5/13/2003)
  • DOF DPA letter Implementing Personal Services Reduction
  • DOF DPA letter Personal Services Reduction and Layoff Plan
  • BL03-03 Notification of Information Technology Incidents and Computer Crimes (issued 2/4/2003)
  • BL02-40 Additional 2002-03 Budget Reductions Attachment (issued 11/21/2002)
  • BL02-39 Control Section 31.60 & 31.70/Government Code Section 12439 Attachment (issued 11/15/2002)
  • BL02-33 Early Retirement Program Attachment (issued 10/10/2002)
  • MM02-20 Statewide Information Technology Policy, Instructions, and Guidelines (issued 9/12/2002)
  • BL02-29 Information Security Controls Attachment (issued 9/12/2002)
  • BL02-13 2002-03 Statewide Position and Dollar Reduction Plan  Attachment
  • MM02-12 Restrictions CMAS, Master Services Agreements, & Non-Competitively Bid Contracts
  • BL02-04 Oracle Enterprise License Agreement Cost Recovery (issued 2/27/2002)
  • MM01-24 Hiring Freeze Guidelines (issued 12/27/2001)
  • BL01-47 Budget Letter Distribution (issued 12/13/2001)
  • BL01-45 Proposed Reduction in 2001-02 Spending (issued 11/19/2001)
  • BL01-39 Statewide Survey of Oracle Database Usage Survey / Executive Orders (issued 11/05/2001)
  • BL01-35 CALFED Budget Change Proposals (issued 9/07/2001)
  • BL01-07 Cesar Chavez Holiday (issued 3/21/2001)
  • BL01-06 Employee Benefits in Specified Personal Services Contracts (issued 2/26/2001)
  • BL01-04 Costs For Administration of Collective Bargaining, Litigation, and Arbitration (issued 2/13/2001)
  • BL00-20 Reports to the Governor and Legislature (issued 8/21/2000)
  • BL98-37 Automated Accounting Systems (issued 10/30/1998)
  • BL98-22 Payment of Attorney's Fees Under Control Section 5.25 (issued 8/26/1998)
  • BL98-03 Disaster Financing (issued 3/25/1998)
  • BL98-02 1998-99 Federal Data Collection Standards (issued 2/10/1998)

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